Add Steps

A step is one operation performed during a task run.

Add and configure a step

1. Choose + at the desired position in the task editor.
2. Find an operation by keyword, category, or Apps.
3. Select a connected account if the step uses an external app.
4. Fill in all required fields.
5. Use the data picker to insert values from earlier results.
6. Test the step and inspect its output.

Actions are added and updated over time, and availability varies by plan and workspace. The task builder contains the current list.

Design practices

• Name steps by outcome, such as “Classify inquiry” or “Notify support channel.”
• Test with a small amount of data before running a bulk update.
• Put conditions or approval before deletion, publication, payment, or external delivery.
• Avoid duplicates when a step is retried or the same event is received twice.
• Split large external operations to respect service limits.

See Actions for how to find available operations.